Salesflare
salesflare.comSalesflare is a relationship-focused CRM built to help sales teams keep pipelines clean and up to date with less manual work. It organizes contacts, accounts, opportunities, and engagement activity into a single place, with clear pipeline stages and workflow automation to support day-to-day selling and follow-through. Teams use Salesflare to maintain accurate records, reduce admin time, and move opportunities forward with timely tasks, meetings, and calls.
Connect Salesflare to give your BOBs a live view of what’s happening in your pipeline. When new Salesflare events come in, BOBs can understand which record needs attention and take the right next step—creating tasks, internal notes, meetings, and calls, and updating opportunities and related contacts and accounts to keep your CRM consistent. This reduces manual “CRM housekeeping” while ensuring follow-ups happen on time.
With Salesflare connected, BOBs can also enrich your pipeline by finding the right workflow, pipeline stage, users, and records before acting. That means fewer duplicates, cleaner associations between accounts and contacts, and smoother handoffs for sales operations—especially when your team relies on accurate opportunity stages and structured workflow steps to drive progress.
What can BOBs do with Salesflare?
Perform actions
- Add Contact To Account
- Add User To Account
- Create Account
- Create Call
- Create Contact
- Create Internal Note
- Create Meeting
- Create Opprtunity
- Create Task
- Find Account
- Find Contact
- Find Opportunity
- Find Person
- Find Pipeline Stage
- Find Users
- Find Workflow
- List Currency Options
- Remove Contact From Workflow
- Update Account
- Update Contact
- Update Opportunity
Listen to real-time events
- New Account Event
- New Contact Event
- New Opportunity Event
- New Task Event
- New Workflow Event